Houlihan Lokey, Inc.

Houlihan Lokey, Inc.

HLIยทNYSE

$138.43

+1.3%
Financial ServicesFinancial - Capital Markets

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, and solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, institutions, and governments. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.

At a Glance

Live Snapshot
Market Cap$9.56B
EPS6.4000
P/E Ratio21.63
Earnings Date08/04/2026
9.40%
Return on Invested Capital
-33%
3Y-28.0%
5Y-51.0%
10Y-15.0%
18.17%
Return on Equity
-1%
3Y+15.0%
5Y-20.0%
10Y+22.0%
9.88%
Return on Assets
-6%
3Y+15.0%
5Y-23.0%
10Y+26.0%
Houlihan Lokey, Inc.

Houlihan Lokey, Inc. Management Team

HLI ยท NYSE
MC

Mr. Charles A. Yamarone

Chief Corporate Governance & Compliance Officer

Born 1959(Age 67)
male
MS

Mr. Scott Joseph Adelson

Chief Executive Officer & Director

Compensation

$11,329,033

Born 1961(Age 65)
male
MI

Mr. Irwin N. Gold J.D.

Co-Chairman & Chairman of the Board

Compensation

$3,209,631

Born 1957(Age 69)
male
MS

Mr. Scott Lee Beiser

Co-Chairman & Director

Compensation

$4,000,000

Born 1960(Age 66)
male
MP

Mr. Paul Eric Siegert

Co-Chairman, Global Co-Head of Financial Restructuring & Director

Compensation

$14,800,000

Born 1966(Age 60)
male
MJ

Mr. Jacques Cornet

Investor Relations Professional

male
MJ

Mr. J. Lindsey Alley

MD & Chief Financial Officer

Compensation

$3,750,000

Born 1967(Age 59)
male
MT

Mr. Todd John Carter Esq.

MD & Director

Born 1963(Age 63)
male
MC

Mr. Christopher M. Crain J.D.

MD, General Counsel & Secretary

Compensation

$2,750,000

Born 1962(Age 64)
male
MC

Mr. Craig E. Tessimond

Managing Director

male
MN

Mr. Nana Kyei

Managing Director of Technology Group

male
hli

Houlihan Lokey, Inc. Insider Positioning

HLI ยท NYSE

During the last 12 months, insiders have sold $12.42M worth of HLI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

6.8K

1.01M

Net Activity

-1.0M

-$1.01M

3-6 Months

Bought

0

0.00

Sold

5.5K

941.38K

Net Activity

-941K

-$941K

6-9 Months

Bought

0

0.00

Sold

6.8K

1.38M

Net Activity

-1.4M

-$1.38M

9-12 Months

Bought

0

0.00

Sold

45.9K

9.08M

Net Activity

-9.1M

-$9.08M

Top Buyers

No buying activity

Top Sellers

1
SPE

Siegert Paul Eric

Officer: Co-Chairman

40.0K sharesโ€ข1 transactions

$8.00M

2
GI

Gold Irwin

Director, 10 Percent Owner, Officer: Co-Chairman

11.8K sharesโ€ข2 transactions

$2.29M

3
BSL

Beiser Scott L

Director, 10 Percent Owner, Officer: Co-Chairman

6.3K sharesโ€ข1 transactions

$941K

4
SRA

Schriesheim Robert A

Director

5.0K sharesโ€ข1 transactions

$854K

5
CCM

Crain Christopher M

Officer: General Counsel

1.5K sharesโ€ข3 transactions

$257K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $12.42M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.01M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

HLI - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2025

N/A

July 25, 2025
September 17, 2025
2025
DEF 14A

DEF 14A 2024

N/A

July 26, 2024
September 18, 2024
2024
DEF 14A

DEF 14A 2023

N/A

July 28, 2023
September 20, 2023
2023
DEF 14A

DEF 14A 2022

N/A

July 28, 2022
September 21, 2022
2022
DEF 14A

DEF 14A 2021

N/A

July 28, 2021
September 21, 2021
2021
DEF 14A

DEF 14A 2020

N/A

July 29, 2020
September 24, 2020
2020
DEF 14A

DEF 14A 2019

N/A

July 26, 2019
September 24, 2019
2019
DEF 14A

DEF 14A 2018

N/A

July 27, 2018
September 20, 2018
2018
DEF 14A

DEF 14A 2017

N/A

July 26, 2017
July 26, 2017
2017
DEF 14A

DEF 14A 2016

N/A

September 09, 2016
October 21, 2016
2016
Showing 1 to 10 of 10 filings